Intermede Investment Partners Ltd
LONDON X0 · SEC CIK 0001664713
$21.58亿2026Q1 申报市值
28持仓数
55.3%前十大占比 · 第一大 8.0%
1 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NVDA 新建仓+$1.54亿
INTU 加仓+$3,192.11万
UNH 加仓+$1,044.21万
AVGO 加仓+$952.17万
2026Q1 卖出最多 按季末市值估算
TSM 减仓-$5,349.29万
SNPS 清仓-$4,514.20万
VRT 清仓-$3,826.80万
DHR 清仓-$3,555.20万
LIN 减仓-$3,049.12万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $1.73亿 | 8.02% | 512,252 | -158,286 | -23.6% | -$5,349.29万 | 减仓 |
| AAPL | APPLE INC | $1.59亿 | 7.37% | 626,968 | -88,114 | -12.3% | -$2,236.24万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.54亿 | 7.15% | 884,728 | 884,728 | — | $1.54亿 | 新建仓 |
| GOOG | ALPHABET INC | $1.44亿 | 6.70% | 503,717 | -27,052 | -5.1% | -$776.01万 | 减仓 |
| LIN | LINDE PLC | $1.10亿 | 5.08% | 221,210 | -61,504 | -21.8% | -$3,049.12万 | 减仓 |
| — | AMAZON COM INC | $9,861.80万 | 4.57% | 473,508 | -25,631 | -5.1% | -$533.82万 | 减仓 |
| META | META PLATFORMS INC | $9,346.70万 | 4.33% | 163,366 | -8,786 | -5.1% | -$502.68万 | 减仓 |
| MA | MASTERCARD INC | $9,185.50万 | 4.26% | 183,836 | -9,946 | -5.1% | -$496.96万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP NEW | $8,997.40万 | 4.17% | 957,372 | -51,040 | -5.1% | -$479.67万 | 减仓 |
| CME | CME GROUP INC | $7,984.20万 | 3.70% | 270,331 | -14,628 | -5.1% | -$432.04万 | 减仓 |
| AVGO | BROADCOM INC | $7,785.40万 | 3.61% | 251,541 | 30,764 | 13.9% | $952.17万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $7,248.20万 | 3.36% | 1,187,263 | -64,190 | -5.1% | -$391.88万 | 减仓 |
| ABNB | AIRBNB INC | $7,111.30万 | 3.30% | 563,138 | -30,508 | -5.1% | -$385.25万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $7,107.20万 | 3.29% | 61,324 | -3,352 | -5.2% | -$388.48万 | 减仓 |
| INTU | INTUIT | $6,514.80万 | 3.02% | 150,674 | 73,827 | 96.1% | $3,192.11万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $6,395.00万 | 2.96% | 350,547 | -18,950 | -5.1% | -$345.70万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $6,294.60万 | 2.92% | 875,095 | -47,302 | -5.1% | -$340.25万 | 减仓 |
| AMAT | APPLIED MATLS INC | $6,223.70万 | 2.88% | 182,091 | -71,959 | -28.3% | -$2,459.49万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $5,507.90万 | 2.55% | 203,550 | 38,590 | 23.4% | $1,044.21万 | 加仓 |
| DXCM | DEXCOM INC | $5,391.50万 | 2.50% | 858,513 | -50,794 | -5.6% | -$318.99万 | 减仓 |
| EFX | EQUIFAX INC | $5,227.20万 | 2.42% | 290,287 | -15,722 | -5.1% | -$283.11万 | 减仓 |
| WM | WASTE MGMT INC DEL | $5,117.50万 | 2.37% | 222,703 | -12,046 | -5.1% | -$276.81万 | 减仓 |
| TCOM | TRIP COM GROUP LTD | $4,877.70万 | 2.26% | 979,652 | -85,501 | -8.0% | -$425.71万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $4,838.30万 | 2.24% | 1,511,509 | -81,967 | -5.1% | -$262.37万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $4,749.80万 | 2.20% | 106,370 | -27,008 | -20.2% | -$1,206.00万 | 减仓 |
| HDB | HDFC BANK LTD | $4,655.60万 | 2.16% | 1,871,235 | -82,450 | -4.2% | -$205.13万 | 减仓 |
| SE | SEA LTD | $785.60万 | 0.36% | 94,868 | -4,654 | -4.7% | -$38.54万 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $541.40万 | 0.25% | 1,479,145 | -374,879 | -20.2% | -$137.21万 | 减仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -96,105 | -100.0% | -$4,514.20万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -236,210 | -100.0% | -$3,826.80万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -155,305 | -100.0% | -$3,555.20万 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | -23,160 | -100.0% | -$817.30万 | 清仓 |